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This Week in Wealth

This Week in Wealth

De: Citywire
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.Citywire Economía Finanzas Personales
Episodios
  • Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates

    Goldman goes long (and short) to win Fidelity biz, plus LPL and AlTi updates
    Feb 27 2026
    Ian and Alex discuss the sale, or not, of listed wealth manager AlTi Global (formerly known as Tiedemann), plus Goldman Sachs’ plans to offer long-short SMAs to its RIA custody clients—a move that just happens to coincide with Fidelity putting an indefinite pause on such business. And Alec dials in to give an update on LPL’s partnership with Anthropic and whether this changes the conversation about AI’s impact on wealth management.
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    30 m
  • LPL brings the pain, Cerity Partners makes it rain

    LPL brings the pain, Cerity Partners makes it rain
    Feb 20 2026
    Ian, Andrew and Alex discuss LPL Financial’s move to lay off 3% of its workforce, a story that broke in the same week that the firm’s stock sold off dramatically amid AI anxiety. They also dig into Cerity Partners’ $1bn deal with private equity firm Warburg Pincus, which values the mega-RIA at $8.5bn.
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    30 m
  • Wealth management’s DeepSeek moment?

    Wealth management’s DeepSeek moment?
    Feb 13 2026
    Wealth stocks sold off sharply this week, triggered by a new AI-powered tax planning tool from custodian Altruist. But what does the tool do? And what does the selloff portend – the end of wealth management as we know it, or that listed legacy players will be disintermediated by new tech? This Week in Wealth separates the signal from the noise.
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    34 m
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